Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.93%
Stock 98.58%
Bond 0.34%
Convertible 0.00%
Preferred 0.07%
Other 0.09%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 94.62%    % Emerging Markets: 5.50%    % Unidentified Markets: -0.12%

Americas 74.98%
73.51%
Canada 19.19%
United States 54.32%
1.47%
Brazil 0.55%
Chile 0.00%
Colombia 0.01%
Mexico 0.26%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.23%
United Kingdom 3.94%
13.21%
Austria 0.04%
Belgium 0.01%
Denmark 2.31%
Finland 0.02%
France 4.93%
Germany 0.52%
Ireland 1.12%
Italy 0.37%
Netherlands 1.56%
Norway 0.00%
Portugal 0.13%
Spain 0.92%
Sweden 0.47%
Switzerland 0.77%
0.01%
Turkey 0.01%
0.07%
Israel 0.07%
Greater Asia 7.91%
Japan 1.41%
0.07%
Australia 0.04%
2.38%
Hong Kong 0.46%
Singapore 0.36%
South Korea 0.88%
Taiwan 0.68%
4.05%
China 2.75%
India 1.02%
Indonesia 0.12%
Philippines 0.06%
Thailand 0.10%
Unidentified Region -0.12%

Stock Sector Exposure

Cyclical
30.19%
Materials
5.02%
Consumer Discretionary
11.16%
Financials
12.99%
Real Estate
1.02%
Sensitive
44.97%
Communication Services
4.77%
Energy
3.46%
Industrials
13.27%
Information Technology
23.47%
Defensive
24.82%
Consumer Staples
7.74%
Health Care
8.14%
Utilities
8.95%
Not Classified
0.03%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.02%
As of October 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available